@Don7Himanshu
IMO Shopify is an excellent company and I understand it is richly valued but the best days are still ahead, it's focused on SMEs and probably gets the best out of them for customers in this landscape. My family has swiftly moved to it instead of Lazada over time
When i was doing my DD for @klarna and competition landscape, realized that the TAM for e-commerce and fintech is so large that for the competition is irrelevant as long as you have customer-focused product and aggressive customer and sellers acquisition strategy
This helped me to risk e-commerce and fintech companies slightly differently. I focus on customer growth, total $$$ processed, and capital discipline. Shopify and Klarna both qualify on it. Stripe is on the same boat as well, and I also treat Shopify as fintech player too.
Check indian landscape also, there are so many unique companies appearing on the arena and fe will go big. I invested small amount with @GullyNetwork_. it's early-stage investment so risk-reward are both high. Being indian, you understand the market better, and most important
You can start with low investments, as little as 2.5 lac. Being in India, the capital gain tax will be applied for India and you can use it to offset when US tax is applied (Dual taxation is a joke BTW in the USA). I learnt that angel investing is not for me but could work for u

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More from @sachinvats

31 Mar
Looking to swing trade few of these plays with stocks and covered calls 1-2 contracts only with April 16 expiry

$AI, $LAZR, $QS, $BLNK, $APPS, $PLUG

Criterion --> 5 billion$ market cap, severally beaten stock, and High Imp. Vol., if needed, can hold for longer and continue CC
The strategy here is simple, buy stocks sell covered calls 10-20% from the current price from April 16 expiry. If assigned collect cash, unless sell covered call again 2 weeks out.
One more day before funds made available by a broker to trade as they keep 4-5 days mandatory on hold after being credited. Moving the trade execution to tomorrow, let's see which of these opportunities are still attractive by tomorrow
Read 4 tweets
22 Mar
$PLTR milestones, I expect in 2021

- PLTR YoY revenue for 2021 >50%
- PLTR YoY client revenues >15% for existing client
- PLTR signs 10+ new contracts in existing sectors
- PLTR enters into 5+ new sectors
- PLTR introduce (at least 1) new and/or updated products by YE 2021
Let me add my PT related expectations about $PLTR if market sentiments keep dominating company and sector influence
- EO April 25-26$
- Q2 end near 30-35$
- YE 40-45$
If we see clear emergence of company and sector sentiment overtaking then we can expect higher prices
- Q2 end near 35$+
- YE 60$+
Fundamental news for the company has been stronger and likely not priced in $PLTR stock
Read 23 tweets

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